About

Inception & Now

  • Started by liked minded CFPs in Bengaluru way back in 2005 as an informal group. Later registered as COFP

  • The Council of Financial Planners (COFP) is a Not-For-Profit Organization, registered with Registrar of Societies, Bengaluru, under The Karnataka Societies Registration Act, 1960, with registration number DRB/SOR/235/13-14

  • Managed by ‘Executive Committee’ elected by the members

Activities

Regular Activities of the COFP

  • Monthly Knowledge Sessions for Members: Regular monthly meets where distinguished experts (Professors from Academia, Highly experienced Professional from the Industry, Investment Guru’s, Fund Managers, Scholars, Economists) are invited to speak and present about various topics and facet of Finance, Investments, Taxation etc

  • Financial Awareness Initiative for Consumers: COFP organize Financial literacy programs through the brand ‘Arthapragna’. Meaning of Arthapragna in English is Financial Awareness. It is a series of Financial Awareness Programs for consumers / general public. Team of trained Volunteers conduct these program in standardized format.

  • Annual Retreat for Professionals & Enthusiasts: Grand, yearly conference event of COFP – where India best Financial Planners meet, interact, learn from each other and highly reputed speakers, luminaries and scholars

Other Activities

  • Professional Trainings & Workshops

  • Representations to Industry Bodies, Regulators and Govt. on behalf of professionals and practitioners


Past Presidents

Srinivasan B, CFP

Founder President & Mentor

Tiru Sheshacharya, CFP

Past President & Mentor

Uday Dhoot, CFP

Past President & Mentor






Executive Committee

Yuvaraja, CFP

President

Suresh A, CFP

Secretary

Jayesh Doshi, CFP

Treasurer

Dilshad Billimoria, CFP

EC Member, Lead for Industry Collaboration

Girish Kodashettar, CFP

EC Member, Lead for Website & Tech Initiatives, KM Team Member

Gokul S, CFP

EC Member, Lead for Member Engagement

Pradeep Hattangadi, CFP

EC Member, Compliance Mentor

Praveen R K, CFP

EC Member, KM Team Member, Artha Pargna Team Member

Savita Shrimal, CFP

EC Member, KM Team Lead

Shweta Jain, CFP

EC Member, Social Media Team Lead

Vinay Kumar L, CFP

EC Member, KM Team Member, Social Media Team Member

Preeti Shenoy

Executive Assistant

Other (Non-EC) Team Leaders & Members

Vanitha C K

Arth Pragna Team Lead

Upendra Vijay

KM Team Member